CSQ
Price
$16.98
Change
+$0.50 (+3.03%)
Updated
May 12 closing price
Net Assets
2.7B
NIE
Price
$22.87
Change
+$0.59 (+2.65%)
Updated
May 12 closing price
Net Assets
678.04M
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CSQ vs NIE

Header iconCSQ vs NIE Comparison
Open Charts CSQ vs NIEBanner chart's image
Calamos Strategic Total Return
Price$16.98
Change+$0.50 (+3.03%)
Volume$173.59K
Net Assets2.7B
Virtus Equity & Convertible Income Fund
Price$22.87
Change+$0.59 (+2.65%)
Volume$69.17K
Net Assets678.04M
CSQ vs NIE Comparison Chart
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CSQ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
NIE
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
CSQ vs. NIE commentary
May 13, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CSQ is a Buy and NIE is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CSQ has more net assets: 2.7B vs. NIE (678M). CSQ has a higher annual dividend yield than NIE: CSQ (-2.295) vs NIE (-5.158). CSQ was incepted earlier than NIE: CSQ (21 years) vs NIE (18 years). NIE (1.12) has a lower expense ratio than CSQ (1.91). NIE has a higher turnover CSQ (37.00) vs CSQ (37.00).
CSQNIECSQ / NIE
Gain YTD-2.295-5.15844%
Net Assets2.7B678M398%
Total Expense Ratio1.911.12171%
Turnover37.00152.0024%
Yield0.000.09-
Fund Existence21 years18 years-
TECHNICAL ANALYSIS
Technical Analysis
CSQNIE
RSI
ODDS (%)
Bearish Trend 1 day ago
79%
Bearish Trend 1 day ago
90%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
82%
Bearish Trend 1 day ago
87%
Momentum
ODDS (%)
Bullish Trend 1 day ago
89%
Bullish Trend 1 day ago
87%
MACD
ODDS (%)
Bullish Trend 1 day ago
89%
Bullish Trend 1 day ago
87%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
88%
Bullish Trend 1 day ago
85%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
88%
Bullish Trend 1 day ago
87%
Advances
ODDS (%)
Bullish Trend 1 day ago
88%
Bullish Trend 12 days ago
87%
Declines
ODDS (%)
Bearish Trend 28 days ago
86%
Bearish Trend 7 days ago
82%
BollingerBands
ODDS (%)
N/A
Bearish Trend 1 day ago
85%
Aroon
ODDS (%)
Bullish Trend 1 day ago
86%
Bullish Trend 1 day ago
89%
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CSQ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
NIE
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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CSQ and

Correlation & Price change

A.I.dvisor indicates that over the last year, CSQ has been loosely correlated with GOOGL. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if CSQ jumps, then GOOGL could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CSQ
1D Price
Change %
CSQ100%
+3.03%
GOOGL - CSQ
64%
Loosely correlated
+3.74%
BAC - CSQ
48%
Loosely correlated
+3.76%
AMAT - CSQ
47%
Loosely correlated
+7.96%
AAPL - CSQ
13%
Poorly correlated
+6.31%
MSFT - CSQ
12%
Poorly correlated
+2.40%
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NIE and

Correlation & Price change

A.I.dvisor tells us that NIE and HD have been poorly correlated (+17% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that NIE and HD's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NIE
1D Price
Change %
NIE100%
+2.65%
HD - NIE
17%
Poorly correlated
+3.83%
MSFT - NIE
10%
Poorly correlated
+2.40%
CRM - NIE
10%
Poorly correlated
+4.87%
UNP - NIE
6%
Poorly correlated
+6.73%
MA - NIE
2%
Poorly correlated
+1.69%
More